Policy Impact - The One Big Beautiful Bill is projected to eliminate tax credits for wind and solar power [1] Technology & Resource Competition - The bill may create competition between humans and AI for limited electricity resources [1]

Policy Impact - "The One Big Beautiful Bill" 将会扼杀风能和太阳能的税收抵免 [1] Resource Competition - 人类与人工智能将在稀缺电力资源上展开竞争 [1]

Renewable Energy Policy Impact - The "One Big Beautiful Bill" is projected to eliminate tax credits for wind and solar power [1] Energy Competition - The bill may create competition between humans and AI for limited electricity resources [1]

US chipmakers could see bigger tax credits if Trump's spending bill passes | TechCrunch https://t.co/SDiOKItu8T ...

Renewable Energy Policy Impact - The "One Big Beautiful Bill" is projected to eliminate tax credits for wind and solar power [1] Technology & Resource Competition - The bill may create competition between humans and AI for limited electricity resources [1]

Recently there was a big move in in in um the shares of solar companies because it seems like you know things are still in flux but it looks like the direction of things Mike tell me if this is where you think they're headed is towards taking out a lot of the tax credits that have gone to you know solar and wind and other kind of renewable energies. So there is I think a big interest in the impact on and part of the breakup of of well I I don't know what their relationship status now is it's complicated of ...

Welcome back. Clean energy stocks in focus after some changes, big changes in the Republican reconciliation bill relating to that sector. Pippa Stevens here with the details.What are we watching, Pippa. Hey, Sarah. So, there are two big changes that have major implications for clean energy.The first is to claim the tax credits. Projects need to be placed in service by the end of 2027. A significant change from the prior language that projects had to begin construction by 2027 to claim those lucrative incent ...

Elon Musk did slam the Senate's latest version of that multitrillion dollar tax bill. Quoting on exit polls show that this bill is political suicide for the Republican Party. He is warning that the cuts to EVs and other clean energy credits would be incredibly destructive to the country.Joining us now is Bloomberg's Jamie Nimmo. Jamie, just how big of a surprise was it to get some of these tax credits rolled out more quickly or rolled back more quickly. I mean, we heard there from the disagreement from Musk ...

Clean Energy Tax Credits - Senate Republicans are divided over tax credits for clean energy sources [2] - Nuclear, geothermal, and hydropower projects would qualify for credits until 2033, unchanged from current law [2][3] - Solar and wind energy credits are being phased out, ending by 2028, similar to the House bill [3] - Hydrogen projects need to be under construction by the end of this year to qualify for credits [4] Hydrogen Industry Impact - Hydrogen projects in development are estimated to add about $12 billion annually to the economy [4] - Companies are reconsidering hydrogen investments due to the quick phase out of tax credits [5] - The oil and gas lobby is pushing to extend the 45V credit for hydrogen until 2029 to maintain US competitiveness [5][6] Legislative Outlook - Some senators are seeking changes to the hydrogen tax credit [7] - Senators aim to allow more time for companies to get their projects online [7] - Details are expected to be settled by the start of next week [8] - The deficit implications of the Senate bill are a concern for some senators [8] - Some House fiscal hawks wanted to end green energy tax credits to achieve savings [9]

fix continues to be naive. Melissa. >> All right.Thank you, Pippa Stevens. Let's get more with Oppenheimer senior Research analyst Colin Rusch. Colin, great to have you with us.I first want to focus on the residential solar sector, which had already been under pressure because of consumer confidence, because of financing costs, so many other reasons. And now this. And I'm just wondering what what happens in this sector.It's been rerated obviously. Is it enough what happens to these stocks. >> Honestly this ...